More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Upgrades to eMoney Advisor allow advisors to demonstrate Roth conversions and support SECURE Act 2.0 changes.
February 2
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An in-depth look at the provisions of the new act and how they impact retirement planning.
February 2
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Two newlyweds in New York share everything but their bank accounts. Are they missing out on financial benefits?
February 2
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The firm also added $15 billion in client assets through recruiting in 2022 just before announcing the largest deal of CEO Adam Antoniades' tenure.
February 1
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Joanna Kuang is VP of Product Development and Impact and bias trainer at
Illumen Capita l an impact fund of funds addressing systemic inequity by reducing racial and gender bias in investing.February 1
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The move is part of a broad shakeup that will create a rebranded Credit Suisse First Boston.
February 1
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Jimmy Fong, CCO at SEON, is a young veteran in the fraud detection space. The last three leading fraud and payments startups he has been involved in have been acquired by Visa, Ingenico and American Express. He's a regular speaker on disruptive technology in the fintech space and a massive advocate of flattening the tech barrier for merchants and financial institutions to fight fraud effectively. A graduate of Edinburgh University, he looks to marry his passion for tech with doing a bit of good in the world.
February 1
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Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management, William Blair and RBC, joined industry experts in sharing how big brokerages can hold onto young advisors in a red-hot labor market.
February 1
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Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 1
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Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.
February 1
